ESOP · DOL Form 5500 · 2024
Happy Harry's Holdings, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $186,368
- Avg per participant Above avg balance/head
Official DOL plan name: Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Happy Harry's Holdings, Inc. · North Dakota · Retail Trade
$12M in assets, 66 participants
Happy Harry's Holdings, Inc.'s Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,734 in Retail Trade (8,048 peers)
Happy Harry's Holdings, Inc. multi-year trail
Happy Harry's Holdings, Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Happy Harry's Holdings, Inc. Employee Stock Ownership Plan at $12M / 66 participants.
- #5,734
- in Retail Trade (8,048 peers)
- +13.3%
- assets growth YoY
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,300,292 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Harry's Holdings, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 66 in the plan year 2024 filing.
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 450312028 · Happy Harry's Holdings, Inc. PY 2024 · ESOP
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · $12M · 66 · 60th
- EOY $12M
- EOY 66
- EOY 60th
- EOY ESOP
- EOY near Germane Solutions Employee Stock Ownership Plan
- EOY ind #5734
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Dakota →
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Happy Harry's Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy Harry's Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 31.93146076623115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $9M |
| 2023 | 1 | 56 | $11M |
| 2024 | 1 | 66 | $12M |
Happy Harry's Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 450312028 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Border States Industries, Inc. Employee Stock Ownership Plan $1.3B · 3,256
- Scheels Employee Stock Ownership Plan $963M · 5,157
- Ulteig, Inc. Employee Stock Ownership Plan $193M · 1,117
- Frontier Precision, Inc Employee Stock Ownership Plan $98M · 89
- Klj Solutions Co Employee Stock Ownership Plan $92M · 525
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Germane Solutions Employee Stock Ownership Plan in OH ($12M); by covered participants it is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.